News

Record indium phosphide revenue surges 164% as AI data center demand accelerates.

Why AXT earnings matter for investors now AXT (AXTI) has just posted second quarter earnings that shifted from a loss to a profit, with higher sales and positive earnings per share from continuing operations compared with the same period last year. These results give you fresh numbers to assess the stock after a share price that has fallen over the past month and past 3 months despite a strong 1 year total return. See our latest analysis for AXT. Despite very strong 1 year total shareholder...

Needham upgraded AXT to ‘Buy’ from ‘Hold’ with a $90 price target, implying an upside of 61% from current levels.

Record indium phosphide revenue surges 164% as AI data center demand accelerates.

Moby summary of AXT, Inc.'s Q2 2026 earnings call

AXT (NASDAQ:AXTI) reported record second-quarter revenue and a return to profitability, driven by strong demand for indium phosphide substrates used in optical connectivity for AI data centers. Management said it is accelerating capacity expansion as customer demand continues to exceed supply. Seco

Lam Research (LRCX) delivered earnings and revenue surprises of +7.69% and +0.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Lumentum's CEO just named the obscure semiconductor material he believes will strangle AI infrastructure growth, and the supply gap is already wider than most investors realize.

AXT heads into Q2 earnings with a record InP backlog and AI-driven demand, but export risks, rich valuation and trade tensions warrant caution.

AXTI is expanding InP capacity and advancing 6-inch wafers to target co-packaged optics opportunities expected to emerge from late 2027.

Digital Turbine's stronger growth, AI expansion and cheaper valuation give it an edge over AXT despite both stocks' connectivity upside.

AXT Inc. (NASDAQ:AXTI) is one of the 10 Stocks Investors Are Running Away From. AXT Inc. fell for a second day on Tuesday, losing 11.80 percent to end at $50.46 apiece, as investor sentiment was dampened by a broader market pessimism triggered by the escalating tensions between the US and Iran. Additionally, investors were repositioning […]

AXT is accelerating InP capacity expansion through 2028 as AI optical demand, a $100M-plus backlog and Tier-1 adoption point to multi-year growth.

Beijing Tongmei Xtal Technology, the majority-owned subsidiary of NasdaqGS:AXTI, has withdrawn its planned IPO on Shanghai's STAR Market. The company is now pursuing a listing on the Hong Kong Stock Exchange instead. This shift activates significant redemption rights for private equity investors in Beijing Tongmei Xtal Technology. AXT, a producer of compound semiconductor substrates, operates at the intersection of demand for materials used in telecoms, data centers, power electronics and...

In late June 2026, AXT, Inc.’s majority-owned subsidiary Beijing Tongmei Xtal Technology secured a long-term 2027 supply agreement with Nanjing Casela Technologies for indium phosphide wafer substrates, while AXT’s shares were simultaneously reclassified across multiple Russell indexes toward broader small-cap and growth benchmarks. The combination of this capacity-reserving supply contract, governance enhancements via a new board member, and index re-alignments underscores AXT’s growing...

AXT’s index reshuffle and recent contracts put the stock back in focus AXT (AXTI) has just been shifted across Russell indices, moving into several small cap and growth benchmarks while exiting certain microcap and value indices. This is putting fresh attention on how the market categorises the stock. For you as an investor, the key question is how this new index mix interacts with AXT’s recent supply agreements and board changes, and whether the current price reflects those developments or...

AXT stock has logged a very large gain over the past year, yet its recent pullback and a low overall value score suggest the current price may already be baking in a lot of optimism about its future. Over the last 12 months, AXT has delivered a return of about 24x, which puts a spotlight on whether the recent share price now runs ahead of fundamentals. Long term wafer supply deals linked to AI data center demand can support expectations for future revenue, but the business still faces the...

AXT, Inc. (NASDAQ:AXTI) is one of the 15 Best Data Center Stocks to Buy and Hold for the Next Decade. On June 23, 2026, AXT, Inc. (NASDAQ:AXTI) announced that Tracy Liu was appointed to its Board of Directors, effective June 17, 2026. The board expanded to five directors from four. Liu brings more than 30 […]

AXTI's China AI demand is surging as indium phosphide sales jump, but rising geopolitical tensions could shape its next growth phase.

AXTI's AI data center exposure, record backlog, and aggressive capacity expansion give it an edge over DIOD as a top emerging chip stock in 2026.

AXTI could post its biggest-ever Indium Phosphide quarter in Q2 2026 as AI demand surges and a record backlog boosts revenue visibility.

AXT (AXTI) said late Wednesday in a filing that its subsidiary, Beijing Tongmei Xtal Technology, ent

In the last week, the United States market has stayed flat, yet it has seen a significant increase of 24% over the past year with earnings forecasted to grow by 19% annually. In this context, identifying stocks that are estimated to be undervalued can offer investors potential opportunities for capitalizing on price discrepancies relative to their fair value.

AXT (AXTI) has moved into focus after stockholders considered a proposal to lift authorized common shares from 70,000,000 to 120,000,000, connecting governance changes to its recently funded capacity expansion plans. See our latest analysis for AXT. AXT’s share price has been volatile, with a 1-day share price return of 3.6% after the meeting, a 7-day share price decline of 16.7%, and a 90-day share price gain of 80.8%, while the 1-year total shareholder return is extremely high. If AI...

This AI stock surged over 5,100% in 12 months while Bitcoin and Ethereum lost nearly 40% across the same period.

AXTI plans to quadruple indium phosphide capacity by 2027, using existing facilities and vertical integration to meet rising AI demand.

The United States market has shown robust growth, with a 1.8% increase over the last week and a remarkable 28% rise over the past year, while earnings are projected to grow by 17% annually. In such an environment, identifying stocks that may be trading below their estimated value can offer investors potential opportunities for capitalizing on future growth.

Does AXT (AXTI) have what it takes to be a top stock pick for momentum investors? Let's find out.

The United States market has shown robust performance, rising 1.8% over the last week and climbing 28% in the past year, with earnings projected to grow by 17% annually. In this thriving environment, identifying stocks that are trading below their estimated value can offer potential opportunities for investors looking to capitalize on market growth while minimizing risk.

AXT Inc. (NasdaqGS:AXTI) reported improved first quarter results, with a smaller net loss and higher revenue. The company linked this performance to rising demand from the artificial intelligence data center market. These updates arrive shortly before AXT's upcoming annual shareholders’ meeting. AXT comes into this news with a share price of $115.7 after a very large 1 year gain and a year to date return of 590.3%. The stock is up 68.4% over the past month, despite falling 4.4% over the...